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North and South Carolina Complexes
Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.Our talented team of Financial Advisors are what make our office special. Our advisors are dedicated to providing the highest quality of service to their clients.
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Timothy S. Jones
Senior Vice President / Complex Manager
Daniel Giraldo
Complex Operations Manager
Carolina Wealth Advisors
of Janney Montgomery Scott LLC
Mahoney Wealth Advisory Group
of Janney Montgomery Scott LLC
Morrow Hicks Wealth Advisory Group
of Janney Montgomery Scott LLc
Wolff Wealth Advisory Group
of Janney Montgomery Scott LLC
Melissa Mitchell
Senior Vice President/Wealth Management, Financial Advisor
Noel F. Simons
Vice President / Wealth Management, Financial Advisor
Matthew Kalajian, CFP®
Senior Vice President/Wealth Management, Financial Advisor
Grice Financial Group
of Janney Montgomery Scott LLC
William D. Blackford
Senior Vice President/Wealth Management, Financial Advisor
D. Trent Lancaster, AWMA®
First Vice President/Wealth Management, Financial Advisor
RCC Wealth Management
of Janney Montgomery Scott LLC
Andrew Ciappa & Rick Link
of Janney Montgomery Scott LLC
The McCollum Group
of Janney Montgomery Scott LLC
Owen Wealth Advisory Group
of Janney Montgomery Scott LLC
RLR Wealth Management
of Janney Montgomery Scott LLC
Robert L. Stiles Jr.
Senior Vice President / Wealth Management, Financial Advisor
Why Janney
A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.
Transitions Focused on You
The first step is often the hardest—but it doesn’t have to be. With Janney’s dedicated and experienced team behind you, you’ll find that the entire transition process is built around you and your clients.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 30, 2025
Advisor Q&A: Finding a Firm That Fits: How One Advisor Tripled AUM With the Right Support
AdvisorHub recently spoke with Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor at Willett Phelan Myers Rodts Wealth Management Group in Duluth, Georgia about why he chose to move to Janney Montgomery Scott, the support and relationships he values at Janney, and the trends he sees shaping the future of the business.
October 23, 2025
I’m pleased to welcome Financial Advisor Patricia Selin to Janney in our Boca Raton, Florida office. Patty joins us from Morgan Stanley and continues our recruiting momentum in Florida.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/22/financial-advisor-patricia-selin-joins-janney-in-boca-raton--florida
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.